You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Understanding Strengths & the Power of Niches

February 18, 2020

Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.